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For Companies At a Glance
- Tasks: Ensure high-quality data for clients and troubleshoot data issues in a dynamic team.
- Company: Join Addepar, a global tech leader in investment data solutions.
- Benefits: Enjoy competitive pay, flexible work options, and growth opportunities.
- Why this job: Make a real impact in the finance industry with innovative technology.
- Qualifications: Experience in finance and strong problem-solving skills required.
- Other info: Be part of a diverse team that values collaboration and innovation.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar\’s platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar\’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
The Role
Part of the broader Addepar Data Management organisation, the Portfolio Data Operations team is responsible for ensuring Addepar\’s clients have timely and high quality data. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data support questions. The Portfolio Data Operations team sits at the nexus of Addepar\’s activity and requires daily communications with data providers, clients, and other personnel within Data Operations and across the firm.
Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
- Perform daily internal verification checks to ensure portfolio account data is accurate and available within SLAs.
- Investigate and troubleshoot data pipeline issues and data feed processing exceptions, and triage with Engineering Support when needed.
- Complete and maintain operational workflows, and identify and implement opportunities for optimisation.
- Collaborate with Client Support, Solution Architects, and other members of Sales and Services to address client data inquiries and requests.
- Partner with Product and Engineering to design, test, and implement new processes and tooling features that improve data quality as well as increase operational efficiency.
- Participate in broad company initiatives to stand up new product offerings and services.
Who You Are
- Prior work experience in the financial investment/advisory industry with deep knowledge of capital markets, trade processing and lifecycle, and middle/back-office operations systems.
- Demonstrates excellent attention to details and a passion for problem solving!
- Outstanding communication and interpersonal skills for engaging with internal and external stakeholders.
- Proven track record of multitasking and prioritising effectively in a fast paced environment.
- Very team-oriented, balanced, and forward thinking.
- Technical skills preferred in any or all of the following: Microsoft Excel, SQL, Salesforce, Jira, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
Our Values
- Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes.
- Build Together – Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients – Exceed client expectations. Our clients’ success is our success.
- Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com .
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Portfolio Data Operations Analyst Edinburgh, UK employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Data Operations Analyst Edinburgh, UK
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial investment world and let them know you're on the hunt for a Portfolio Data Operations Analyst role. A personal recommendation can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for those interviews! Research Addepar's platform and understand how it integrates with various data services. Being able to discuss their technology and how you can contribute will impress the hiring team.
✨Tip Number 3
Show off your problem-solving skills! Be ready to share examples of how you've tackled data issues in the past. Highlighting your attention to detail and ability to troubleshoot will make you stand out.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining the Addepar team!
We think you need these skills to ace Portfolio Data Operations Analyst Edinburgh, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Data Operations Analyst role. Highlight relevant experience in financial investment, data operations, and any technical skills like SQL or Excel that match the job description.
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share specific examples of how you've solved problems in past jobs and how you can bring that expertise to Addepar.
Showcase Your Attention to Detail: Since this role requires strong attention to detail, make sure your application is free from typos and errors. A polished application reflects your commitment to quality and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application gets to the right people and helps us keep track of all candidates efficiently. Plus, it’s super easy!
How to prepare for a job interview at Addepar
✨Know Your Data
As a Portfolio Data Operations Analyst, you'll be dealing with a lot of data. Brush up on your knowledge of capital markets and trade processing. Familiarise yourself with common financial services systems like Bloomberg or Thomson Reuters, as this will show your understanding of the industry.
✨Showcase Problem-Solving Skills
Be prepared to discuss specific examples where you've successfully solved data-related issues in the past. Highlight your attention to detail and how you approach troubleshooting. This is crucial for the role, so make sure to have a couple of solid stories ready!
✨Communicate Effectively
Since the role involves liaising with clients and internal teams, practice articulating your thoughts clearly. Think about how you can explain complex data concepts in simple terms. Good communication skills can set you apart from other candidates.
✨Embrace Teamwork
Addepar values collaboration, so be ready to discuss how you've worked effectively in teams before. Share experiences where you contributed to group success or helped resolve conflicts. This will demonstrate that you're a team player who aligns with their company culture.
